AMG

About AMG

Our Founder

We believe that our business is really all about the quality of personal relationships – with clients and colleagues. We encourage creativity and provide a supportive environment where all individuals can pursue their respective dreams and thrive in their careers.

Jonathan Phan

Founder & CEO

Our Success Story

Dealing with insurance shouldn’t have to be difficult. With more than 23 years of experience, we have continued to innovate and streamline the insurance process to ensure you have a policy in minutes instead of hours. At AMG, we leverage technology led by people, not AI or robots – how it should be.

Founded in 1997, Asset Management Group is a financial firm with special focus on retirement planning, employee benefits, risk management and investment services. Our Property and Casualty Division provides a wide range of products. It offers protection for auto, home, commercial and business insurance.

Our Story

1997

Minority Business Awards Leader

The awards ceremony recognizes the spirit, creativity and resourcefulness of Washington’s brightest minority business leadership in their respective fields and shares their stores to motivate forthcoming generations of leaders.

2015

2x Gold Bowl Winner

The Chairman’s Trophy reflects an individual agency’s growth and accomplishments in business development, increased staff and financial professionals and productivity. Only a select group of general agents wins the award annually.

The Birth of AMG

Jonathan Phan establishes Asset Management Group, a financial firm, in Boston, Massachusetts.

2011

Official Partner of Fairfax County Police Union and Fairfax County Fire & Rescue Department.

Provider of group life insurance and guaranteed issue whole life to members of the associated unions.

2016-17

We Work With 10+ Top Insurance Companies

AMG agents assess the unique needs of their clients and work with insurance carriers to negotiate and select an array of coverage options. For this reason, people who work with us often end up with more personalized options than those who shop online or purchase directly from an insurance provider.

Interested In Joining AMG?

Join us in our journey to provide a transparent, unbiased insurance shopping tool to customers.